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SILJ vs UTG

Comparison between Amplify Junior Silver Miners ETF (SILJ, ETF) and Reaves Utility Income Fund (UTG, ETF).

5-Year PerformanceSILJ has outperformed UTG, delivering a return of +11.4% compared to +10.7%

SILJ vs UTG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SILJ
$4B
UTG
$4B
Expense Ratio
SILJ
0.69%
UTG
N/A
Max Drawdown
SILJ
79.54%
Winner
UTG
71.97%
Sharpe Ratio
Winner
SILJ
1.33
UTG
1.19
5Y Beta
SILJ
1.21
Winner
UTG
0.50
P/E Ratio
SILJ
685.02
UTG
N/A
Forward P/E
SILJ
18.19
UTG
N/A
5Y Dividends CAGR
Winner
SILJ
28.07%
UTG
1.97%
Debt to Equity
SILJ
19.98%
UTG
N/A
P/B Ratio
SILJ
2.99
UTG
N/A

SILJ vs UTG - Historical Returns

Returns include dividend reinvestment.

1M
SILJ
-20.48%
Winner
UTG
-5.60%
3M
SILJ
-18.55%
Winner
UTG
+3.08%
6M
SILJ
+0.36%
Winner
UTG
+13.51%
1Y
Winner
SILJ
+85.67%
UTG
+23.61%
5Y(CAGR)
Winner
SILJ
+11.44%
UTG
+10.74%
10Y(CAGR)
SILJ
+8.54%
Winner
UTG
+10.22%
Max(CAGR)
SILJ
+3.45%
Winner
UTG
+11.08%

SILJ vs UTG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearSILJUTG
2026-0.98%+12.09%
2025+168.25%+22.37%
2024+8.66%+26.78%
2023-6.53%+1.15%
2022-13.55%-13.56%
2021-27.48%+14.73%
2020+34.01%-5.97%
2019+53.18%+34.02%
2018-31.18%+2.33%
2017-11.26%+5.13%
2016+133.48%+29.83%
2015-38.73%-13.79%
2014-16.44%+39.83%
2013-55.18%+10.08%
2012-1.28%+1.56%
2011N/A+23.57%
2010N/A+24.97%
2009N/A+61.39%
2008N/A-48.71%
2007N/A+13.03%
2006N/A+31.94%
2005N/A+3.28%
2004N/A+5.01%

SILJ vs UTG Drawdown Comparison

The maximum drawdown for SILJ was -79.04%, occurring on Jan 20, 2016. Recovery took 3171 trading sessions.

The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.

The current SILJ drawdown is -32.56%. The current UTG drawdown is -6.16%.

RankSILJUTG
#1-79.04%
Jan 22, 2013 - Aug 29, 2025
-67.75%
Jan 11, 2008 - Jul 30, 2010
#2-39.16%
Feb 27, 2026 - Jun 10, 2026
-47.96%
Feb 12, 2020 - Sep 2, 2021
#3-22.85%
Oct 16, 2025 - Dec 11, 2025
-26.50%
Apr 20, 2022 - Aug 15, 2024
#4-21.68%
Jan 28, 2026 - Feb 26, 2026
-22.66%
Feb 3, 2015 - May 12, 2016
#5-6.68%
Dec 26, 2025 - Jan 6, 2026
-22.28%
Aug 24, 2017 - Mar 18, 2019
#6-6.09%
Nov 29, 2012 - Dec 27, 2012
-21.31%
Jul 25, 2011 - Sep 20, 2011
#7-5.56%
Oct 8, 2025 - Oct 13, 2025
-20.10%
Mar 17, 2004 - Dec 22, 2004
#8-5.10%
Sep 15, 2025 - Sep 22, 2025
-15.96%
Jul 3, 2012 - Mar 13, 2013
#9-3.67%
Dec 27, 2012 - Jan 2, 2013
-15.30%
May 21, 2007 - Oct 31, 2007
#10-3.03%
Sep 22, 2025 - Sep 26, 2025
-14.94%
Nov 27, 2024 - May 15, 2025
#11-2.74%
Jan 6, 2026 - Jan 9, 2026
-14.92%
Sep 7, 2005 - Jul 26, 2006
#12-2.52%
Dec 11, 2025 - Dec 19, 2025
-13.54%
May 17, 2013 - Feb 11, 2014
#13-1.78%
Jan 2, 2013 - Jan 10, 2013
-11.66%
Jul 11, 2016 - Dec 27, 2016
#14-1.48%
Sep 3, 2025 - Sep 5, 2025
-11.57%
Oct 15, 2025 - Feb 17, 2026
#15-1.44%
Sep 8, 2025 - Sep 10, 2025
-11.30%
Sep 3, 2021 - Apr 20, 2022

Correlation

Correlation between SILJ and UTG is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2004 - 2026)

SILJ vs UTG dividend yield comparison.

YearSILJUTG
20260.00%1.96%
20252.00%6.42%
20247.26%7.19%
20230.01%8.53%
20220.05%8.07%
20210.36%6.35%
20201.23%6.59%
20191.45%5.69%
20181.66%6.86%
20170.00%6.21%
20160.52%9.02%
20152.46%6.86%
20140.00%5.06%
20130.10%6.31%
20120.00%6.30%
20110.00%6.49%
20100.00%6.17%
20090.00%7.78%
20080.00%13.58%
20070.00%8.08%
20060.00%5.47%
20050.00%7.65%
20040.00%4.88%

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